Kingsview Wealth Management’s Hartford AAA CLO ETF TRPA Stock Holding History

Kingsview Wealth Management’s Portfolio TRPA Stock Details TRPA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-5,630	Closed	-$218K	–	1538
2026 Q1	$218K	Buy	5,630 +52	+0.9%	+$2.02K	﹤0.01%	1216
2025 Q4	$217K	Sell	5,578 -2,114	-27%	-$82.3K	﹤0.01%	1140
2025 Q3	$299K	Sell	7,692 -968	-11%	-$37.8K	﹤0.01%	962
2025 Q2	$337K	Sell	8,660 -755	-8%	-$29.3K	0.01%	901
2025 Q1	$366K	Buy	9,415 +616	+7%	+$24K	0.01%	824
2024 Q4	$343K	Buy	+8,799	New	+$344K	0.01%	846

Other funds holding TRPA

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Kingsview Wealth Management's TRPA Position: Q2 2026 in Review

Kingsview Wealth Management sold out of Hartford AAA CLO ETF (TRPA) in Q2 2026, closing a stake of 5,630 shares — an estimated $218K sold.

Kingsview Wealth Management first reported a position in TRPA in Q4 2024 and held it in 6 quarters. The position peaked at $366K in Q1 2025. 26 funds tracked by Wall St. Rank hold TRPA as of Q2 2026.

Kingsview Wealth Management reported no remaining Hartford AAA CLO ETF position as of Q2 2026 after selling out during the quarter.
Kingsview Wealth Management sold 5,630 Hartford AAA CLO ETF shares in Q2 2026, an estimated $218K.
Kingsview Wealth Management first reported a position in Hartford AAA CLO ETF in Q4 2024 and held it in 6 quarters.
Kingsview Wealth Management's Hartford AAA CLO ETF position peaked at $366K in Q1 2025.
26 funds tracked by Wall St. Rank held Hartford AAA CLO ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.